Tools

How to export data as a CSV
The Data Export Tool allows you to export your accounting data to another system in CSV format. CSVs can be used in Microsoft Excel, OpenOffice Calc, and iW...
Thu, 24 Jun, 2021 at 5:30 PM
How to export contacts
Exporting your contacts from Clear Books is very easy with the Data Export Tool. Using the All Contacts report you can download a CSV file of both supplier&...
Thu, 24 Jun, 2021 at 5:30 PM
How to copy a journal
This guide outlines how to replicate a Journal entry. Step 1. Navigate Tools > Journals > All Journals Step 2. Select Copy under the...
Thu, 24 Jun, 2021 at 3:39 PM
How to add recurring journals
A recurring journal can be used to record journal entries with a set accounting date which can then be reoccur depending on the number of occurrences set an...
Thu, 24 Jun, 2021 at 3:40 PM
Setting up reverse-on-date journals
If you need to set an automatic reversal on a certain date for accrual expenses or prepayments, here's how. Step 1. Navigate to Settings > Confi...
Thu, 24 Jun, 2021 at 3:40 PM
How to add journals on a VAT return
Journals can be included on VAT returns, however, the journal must include a line that will either Dr or Cr the VAT control in combination with selecting th...
Thu, 24 Jun, 2021 at 3:40 PM
How to create a journal
Journals are a way of entering data into the system outside of the usual areas of Sales, Purchases and Bank. All bookkeeping is based on Double Entry me...
Tue, 28 Nov, 2023 at 4:24 PM
How to restore a deleted journal
1. Head to the Reports > All > Audit log. 2. Find the deleted journal from the list and note the number. 3. Append the number to the...
Thu, 24 Jun, 2021 at 3:39 PM
Stock guide
Table of contents 1. Introduction 2. Enable the stock feature 3. Create a stock item 4. Create an invoice with a stock item 5. Reports 5.1 Stock re...
Thu, 24 Jun, 2021 at 3:40 PM
Projects guide
Table of Contents 1. Introduction 2. Enable projects 2.1 Enable project invoices 2.2 Enable project invoice items 3. Projects 3.1 Create a project ...
Mon, 3 Apr, 2023 at 10:25 AM